Engineering Solutions How it works Integrations Pricing Book a Call
Financial services

Grow your customer base in every conversation

Unify WhatsApp, Facebook, Instagram and more so applicants get answers fast, applications get finished and customers stay with you. Every chat and call in one team inbox, with AI agents and your existing tools.

10xfaster lead response
3xmore qualified applicants
40%more new customers

One journey, from first question to long-term customer

Enquiry, application and servicing stay in the same thread, so a customer never has to repeat themselves and your team never works blind.

1

Attract

Every enquiry lands in one inbox.

  • WhatsApp, Facebook, Instagram and more in a single team inbox
  • Enquiries from ads, your website and QR codes at the branch
  • Auto-segmented by product interest and location
2

Qualify

Reach the right customers first.

  • AI agents answer product questions and collect basic details
  • Applications routed to the right advisor, branch or desk
  • Spam and unqualified enquiries filtered before they reach your team
3

Retain

Keep customers for the long term.

  • Renewal, repayment and statement reminders on the channel they actually read
  • Cross-sells timed to the customer's stage, not a blanket campaign
  • Existing customers recognised with their full history in view

Data-driven insights for financial teams

See what's working across teams, branches and campaigns — and act on it in the same place your conversations live.

Team performance

Track response times, resolution times and conversation quality across agents, chats and calls.

Campaign results

Segment broadcasts by audience, then measure reach and engagement to see which campaigns earned their spend.

Full customer view

Manage customers through every lifecycle stage on Support Monster, with your CRM or core system connected for complete context.

Records you can audit

Every conversation logged, searchable and access-controlled, so reviews and disputes are settled from one record.

MANAGED AI SUPPORT OPERATIONS

You don't configure this yourself

Our engineers connect your core banking system and CRM, tune the agents against your own enquiry history, and keep the compliance and audit trail intact as products and regulations change.

What our engineers do →

Frequently asked questions

How does Support.Monster help a bank, lender or insurer grow its customer base?

By unifying WhatsApp, Facebook, Instagram and more into one team inbox, so applicants get answers fast, applications get finished and customers stay with you. Every chat and call sits in one thread, with AI agents and your existing tools working alongside your team rather than replacing it.

What is the Attract, Qualify, Retain journey?

It's the single thread a customer moves through with you. Attract brings every enquiry from WhatsApp, Facebook, Instagram, ads, your website and branch QR codes into one inbox, auto-segmented by product interest and location. Qualify has AI agents answer product questions, collect basic details, route applications to the right advisor, branch or desk, and filter out spam before it reaches your team. Retain sends renewal, repayment and statement reminders on the channel customers actually read, times cross-sells to the customer's stage, and recognises existing customers with their full history in view.

Do our own staff need to configure and maintain this ourselves?

No. This is managed AI support operations, not a self-serve dashboard. Our engineers connect your core banking system and CRM, tune the agents against your own enquiry history, and keep the compliance and audit trail intact as products and regulations change.

Can it connect to our core banking system or CRM?

Yes. Our engineers connect your core banking system and CRM directly, and customers can be managed through every lifecycle stage on Support Monster with that system connected for complete context, rather than switching between tools.

Is there an audit trail we can use for compliance reviews and disputes?

Yes. Every conversation is logged, searchable and access-controlled, so compliance reviews and disputes can be settled from one record, and the audit trail is kept intact as products and regulations change.

Which messaging channels does Support.Monster unify for financial services teams?

WhatsApp, Facebook, Instagram and more, all landing in a single team inbox alongside enquiries from ads, your website and branch QR codes, so no channel is a blind spot for your team.

Answer every applicant faster